Key features of our Stellar AiM IHT Service
Tax Efficiency
Relief from IHT after two years
Transparent Fees
Our fees are competitive and transparent
Heritage
Long term track record
Choice
Available within GIA or ISA accounts and via wrap platforms
Diversified
The portfolio typically comprises 25 to 40 AiM listed companies
Reducing Exposure
No more than 7.5% exposure to each individual company
Control
Retain ownership of your investments, so you keep control
Overview of the service
The Stellar AiM IHT Service is a discretionary managed service, which is designed for investors who wish to leave a legacy free from inheritance tax. Capital is invested in a diversified portfolio of between 25 and 40 companies which are quoted on the Alternative Investment Market (AiM) of the London Stock Exchange. You and your beneficiaries should benefit from 100% inheritance tax relief – provided that the portfolio is held for a minimum of two years, and at the time of death. Investors can also invest in the Service through an ISA wrapper. An ISA is one of the most popular ways to save and affords tax free income and tax free capital gains in addition to the IHT relief.
Introduction to AiM
AiM is the most successful growth market in the world. Since its launch in 1995 over 4.000* companies have chosen to join AiM.
Powering the businesses of tomorrow, AiM continues to help growing companies raise the capital they need for expansion. Today there are around 760 companies quoted on AiM, with a combined market capitalisation of approximately £75 billion.*
The AiM market includes new, ambitious and little-known companies that are keen to grow; but not exclusively so. Some of AiM’s larger and more familiar names include Jet2, YouGov and Fever-Tree. With a market capitalisation of approximately £2 billion*, Jet2 is one of the biggest and most successful companies currently quoted on AiM.
The nature of AiM means that the size of the companies quoted can vary quite dramatically, with 89% of the companies in the index valued at less than £250 million and only 1.3% with a value of over £1 billion.
*Source: London Stock Exchange AiM Statistics, November 2023.
Our AiM Products
Stellar AiM IHT Service
